Mckenzie
Ebbesen
Bason Asset Management
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About this Advisor
Mckenzie Ebbesen is a financial advisor based in Denver, Colorado, working with Bason Asset Management. Mckenzie has previously held positions at Raymond James Financial Services, M.J. Smith & Associates, Kaplan Financial, Hightower Securities, LLC, and Bason Asset Management, LLC. Mckenzie has passed the Series 63 regulatory exam and is registered to provide services in Texas and West Virginia. Currently, Mckenzie is part of Bason Asset Management, which operates out of Denver, Colorado. The firm has 2 offices and 2 employees. The firm manages assets totaling $618.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Bason Asset Management includes fixed fees.
Certifications and Registrations
Services Offered
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Office Location
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Bason Asset Management Brokerage Details
$618,161,736
2
723
$854,995
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Mckenzie Ebbesen Work History
Bason Asset Management, LLC
Hightower Securities, LLC
Kaplan Financial
Raymond James Financial Services
M.J. Smith & Associates
Disclosures
Please visit the SEC profile of Mckenzie Ebbesen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bason Asset Management
Denver, CO
Denver, CO
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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